William Blair & Company
DEED icon

William Blair & Company’s First Trust Securitized Plus ETF DEED Stock Holding History

William Blair & Company’s Portfolio DEED Stock Details DEED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-115,000
Closed -$2.96M – 1923
2021
Q4 		$2.96M Hold
115,000
– – 0.01% 624
2021
Q3 		$2.98M Hold
115,000
– – 0.01% 590
2021
Q2 		$2.98M Buy
+115,000
New +$2.98M 0.01% 590

Other funds holding DEED

PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

William Blair & Company's DEED Position: Q1 2022 in Review

William Blair & Company sold out of First Trust Securitized Plus ETF (DEED) in Q1 2022, closing a stake of 115,000 shares — an estimated $2.96M sold.

William Blair & Company first reported a position in DEED in Q2 2021 and held it in 3 quarters. The position peaked at $2.98M in Q3 2021. 77 funds tracked by Wall St. Rank hold DEED as of Q1 2022.

  • William Blair & Company reported no remaining First Trust Securitized Plus ETF position as of Q1 2022 after selling out during the quarter.
  • William Blair & Company sold 115,000 First Trust Securitized Plus ETF shares in Q1 2022, an estimated $2.96M.
  • William Blair & Company first reported a position in First Trust Securitized Plus ETF in Q2 2021 and held it in 3 quarters.
  • William Blair & Company's First Trust Securitized Plus ETF position peaked at $2.98M in Q3 2021.
  • 77 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q1 2022.

Based on William Blair & Company's 13F filing for Q1 2022, filed 13 May 2022.